Fund Holdings — Stonehearth Capital Management, LLC

Total Portfolio Value
$252.47M
Total Bought
$10.24M
Total Sold
$32.56M
Net Transaction
-$22.33M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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BARCLAYS BANK PLC(DJP)0152,846+152,84607,3582.91%+7,358
SCHWAB STRATEGIC TR646,819643,261-3,55817,74219,7357.82%+1,993
NEW YORK LIFE INVESTMENTS ET
MERGE ARBIT ETF
017,408+17,40806330.25%+633
EXXON MOBIL CORP9,7859,750-351,1781,6540.66%+477
AMERICAN CENTY ETF TR71,67973,775+2,0965,5215,9452.35%+424
EOG RES INC(EOG)02,157+2,15703120.12%+312
TENET HEALTHCARE CORP(THC)01,297+1,29702450.10%+245
QUALCOMM INC(QCOM)01,782+1,78202290.09%+229
SMITH A O CORP(AOS)03,217+3,21702120.08%+212
BP PLC(BP)04,337+4,33702040.08%+204
GE VERNOVA INC(GEV)932919-136098020.32%+193
JOHNSON & JOHNSON(JNJ)2,7452,74505686710.27%+103
MERCK & CO INC(MRK)2,3612,828+4672493400.13%+92
VERIZON COMMUNICATIONS INC(VZ)11,37410,999-3754635520.22%+89
ISHARES INC
CORE MSCI EMKT
25,51925,687+1681,7151,7920.71%+76
RTX CORPORATION(RTX)7,8687,86801,4431,5180.60%+75
DEERE & CO(DE)52152102432940.12%+51
COSTCO WHOLESALE CORPORATION(COST)36936903183680.15%+49
LOCKHEED MARTIN CORP(LMT)500478-222422890.11%+47
VANGUARD WHITEHALL FDS7,8277,82701,1231,1590.46%+36
PFIZER INC(PFE)11,64811,461-1872903220.13%+32
NORTHROP GRUMMAN CORP(NOC)458425-332612900.11%+29
HARTFORD FDS EXCHANGE TRADED
MUN OPORTUNITE
23,60024,326+7269239420.37%+19
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
8,0428,497+4553733890.15%+16
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
7,2457,576+3313433570.14%+14
DICKS SPORTING GOODS INC(DKS)1,0301,087+572042160.09%+12
STEEL DYNAMICS INC(STLD)2,2342,160-743793890.15%+10
VANGUARD WELLINGTON FD1,5611,559-22993070.12%+9
HARTFORD FDS EXCHANGE TRADED
TOTAL RTRN ETF
9,4669,810+3443233310.13%+8
ISHARES TR2,1162,201+852272340.09%+7
NETFLIX INC.(NFLX)2,6802,68002512580.10%+6
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
4,4314,622+1912162210.09%+5
ISHARES TR1,5531,55303273320.13%+5
NORTHERN TR CORP(NTRS)1,5821,58202162210.09%+5
LOEWS CORP(L)2,7002,70002842880.11%+4
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
15,60515,595-101,1711,1730.46%+1
ALPS ETF TR
OSHARES US SMLCP
368,002368,027+2516,09616,0986.38%+1
KLA CORP(KLAC)299247-523633640.14%0
VANGUARD WELLINGTON FD6,3546,268-868448440.33%0
ISHARES TR
US TREAS BD ETF
41,80141,938+1379629610.38%-2
ISHARES TR3,7083,717+92412390.09%-2
LOWES COS INC(LOW)1,2001,20002892840.11%-6
ISHARES TR3,1263,078-483123060.12%-7
BOYD GAMING CORP(BYD)3,0143,015+12572480.10%-9
ABBVIE INC(ABBV)92092002102000.08%-10
GOLDMAN SACHS GROUP INC(GS)278276-22442330.09%-11
ISHARES TR
ESG AWR US AGRGT
24,50924,385-1241,1731,1600.46%-13
ISHARES TR50650603463300.13%-16
NVIDIA CORPORATION(NVDA)1,8091,817+83373170.13%-20
HOME DEPOT INC(HD)1,3961,39604804590.18%-21
ALPHABET INC(GOOG)861862+12692480.10%-22
UBER TECHNOLOGIES INC(UBER)2,9373,034+972402180.09%-22
VANGUARD INDEX FDS47147102302060.08%-24
VANGUARD INTL EQUITY INDEX F285,845283,862-1,98315,36715,3436.08%-24
FIDELITY COVINGTON TRUST6,9806,98005865590.22%-27
AMERICAN CENTY ETF TR4,4423,949-4933663350.13%-31
JPMORGAN CHASE & CO(JPM)1,1141,11403593280.13%-31
ELI LILLY & CO(LLY)25025002692300.09%-39
STATE STR SPDR S&P 500 ETF T(SPY)1,2591,25908598190.32%-40
PROGRESSIVE CORP(PGR)1,4331,43303262840.11%-42
SPDR INDEX SHS FDS
ST STR PO EX ETF
7,3226,193-1,1293252830.11%-42
BERKSHIRE HATHAWAY INC DEL2,0502,05001,0309820.39%-48
STRATEGY INC(MSTR)1,7971,79702732240.09%-49
VANGUARD INDEX FDS1,031996-356465950.24%-51
ISHARES SILVER TR(SLV)6,6825,512-1,1704303760.15%-55
AUTOMATIC DATA PROCESSING IN1,0461,04602692130.08%-57
HUNTINGTON BANCSHARES INC(HBAN)16,53914,661-1,8782872290.09%-58
MICROSOFT CORP(MSFT)571581+102762150.09%-61
ISHARES TR
MSCI USA MIN ETF
7,1416,563-5786726090.24%-64
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
16,21314,514-1,6991,1051,0340.41%-71
NEWMONT CORP(NEM)4,7803,744-1,0364774050.16%-72
AMAZON COM INC(AMZN)3,3613,36107767000.28%-76
AMPLIFY ETF TR23,60522,137-1,4681,5411,4630.58%-79
ISHARES TR1,8121,81208587730.31%-85
BROADRIDGE FINL SOLUTIONS IN(BR)1,4801,48003302400.10%-90
TESLA INC(TSLA)971915-564373400.13%-97
SPDR GOLD TR(GLD)22,41220,394-2,0188,8828,7753.48%-107
NUSHARES ETF TR
NUVEEN ESG SMLCP
41,97539,119-2,8561,8741,7630.70%-111
SPDR INDEX SHS FDS
ST PORT MARK ETF
36,92234,038-2,8841,7281,5970.63%-132
VANGUARD INDEX FDS10,9409,797-1,1432,0891,9220.76%-167
GOLDMAN SACHS ETF TR17,55017,078-4722,3232,1370.85%-186
ORACLE CORP(ORCL)4,2444,24408276240.25%-203
GMO ETF TRUST
US QUALITY ETF
420,793440,926+20,13316,18415,9536.32%-231
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
36,89233,190-3,7022,2111,9760.78%-234
EMERSON ELEC CO(EMR)1,8360-1,8362440—-244
CACI INTL INC(CACI)4630-4632470—-247
ISHARES TR
LOW CA OP MS ETF
15,04114,248-7933,4673,1751.26%-293
META PLATFORMS INC(META)4500-4502970—-297
ISHARES TR2,7010-2,7013250—-325
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,6810-6,6813380—-338
SPDR SERIES TRUST
ST STR SP500FF
71,32268,884-2,4384,0083,6531.45%-355
VANGUARD WORLD FD36,28535,631-6544,3894,0001.58%-389
SPDR INDEX SHS FDS8,8080-8,8084450—-445
GE AEROSPACE(GE)4,9073,751-1,1561,5121,0640.42%-447
GOLDMAN SACHS ETF TR79,49368,242-11,2513,4132,9431.17%-470
APPLE INC(AAPL)15,57312,532-3,0414,2343,1811.26%-1,053
ISHARES TR
MSCI USA QLT FCT
48,78944,828-3,9619,6908,5983.41%-1,092
ISHARES TR
MSCI USA VALUE
254,278236,423-17,85534,76733,61713.32%-1,150
INVESCO QQQ TR3,1140-3,1141,9130—-1,913
ISHARES TR
MSCI USA MMENTM
126,674124,002-2,67231,70829,75911.79%-1,948
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Stonehearth Capital Management, LLC — 13F Holdings — Q1 2026 | TickerTrail